How to bifurcate categories for a new bill

1

Hi,

When I am fetching categories using https://api.freeagent.com/v2/categories, I am getting all categories. But a few of them are used while creating a new bill. How to bifurcate particular list of categories which are used while creating a new bill. In below example of Admin expense categories, Accommodation and Meals is coming in a new bill screen but Mileage is not.

{
“url”:“https://api.sandbox.freeagent.com/v2/categories/249”,
“description”:“Mileage”,
“group_description”:“Admin expenses (normally VATable)”,
“nominal_code”:“249”,
“allowable_for_tax”:true,
“tax_reporting_name”:“Car, Van and Travel Expenses”,
“auto_sales_tax_rate”:“Standard rate”
},

{
“url”:“https://api.sandbox.freeagent.com/v2/categories/285”,
“description”:“Accommodation and Meals”,
“group_description”:“Admin expenses (normally VATable)”,
“nominal_code”:“285”,
“allowable_for_tax”:true,
“tax_reporting_name”:“Car, Van and Travel Expenses”,
“auto_sales_tax_rate”:“Standard rate”
},

Please update me regarding the same as soon as possible.

2

Hi Nishit,

It looks like our code implements a few filters to display the category dropdown in the New Bill view, I’ll clarify them with my colleagues and get back to you as soon as I can.

Best wishes,

Ewa

3

Hi Nishit,

Thanks for your patience while we we looked into this query for you. The exact list of accounting categories that are acceptable when creating a new bill will partially depend on the company setup (the company type, whether they use stock, and any custom capital asset types), but in general it will include the following:
• all Admin Expense categories except Unrealized Currency Exchange Gain/Loss, Realized Currency Exchange Gain/Loss, and Mileage,
• all of the Cost of Sales categories,
• purchase accounts for all the types of capital assets (normally appearing as 602 with different subcodes, e.g. 602-1, 602-2)
• [if the company manages their stock in FreeAgent] Purchase of Stock (which corresponds to the Stock category 609 with sub-code)

I hope this helps!

Best wishes,

Ewa

4

Hi,

Thanks for your reply.

However this still does not help in achieving the goal of filters. as mentioned in first question.

Admin expense categories, Accommodation and Meals is coming in a new bill screen but Mileage is not.

{
“url”:“https://api.sandbox.freeagent.com/v2/categories/249”,
“description”:“Mileage”,
“group_description”:“Admin expenses (normally VATable)”,
“nominal_code”:“249”,
“allowable_for_tax”:true,
“tax_reporting_name”:“Car, Van and Travel Expenses”,
“auto_sales_tax_rate”:“Standard rate”
},

{
“url”:“https://api.sandbox.freeagent.com/v2/categories/285”,
“description”:“Accommodation and Meals”,
“group_description”:“Admin expenses (normally VATable)”,
“nominal_code”:“285”,
“allowable_for_tax”:true,
“tax_reporting_name”:“Car, Van and Travel Expenses”,
“auto_sales_tax_rate”:“Standard rate”
},

I need a solution to make a filter with categories to use to create a new bill.

Thanks

5

Hi Nishit,

You should be able to include logic in your application which filters the list of categories retrieved with a GET call to /v2/categories?sub_accounts=true according to the rules I mentioned in my post above.

Best wishes,

Ewa